Wealth RM 's

2 weeks ago

Bengaluru Mumbai Pune, India The Firm P Full time ₹ 20,00,000 - ₹ 25,00,000 per year

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products

Engage with HNI/UHNI clients & understand their investment aspirations

Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio

End to end client relationship mgmt.

Monitoring clients portfolio & updating clients about market events & possibilities

Preferred candidate profile

4 - 12 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory

Candidates open for team handling role can be looked as Playing Captains /Partners/Sr Partner with requisite experience

Candidates willing to shift along with their teams are welcome

Non Sales experience not handling portfolio kindly do not attempt

Perks and benefits

CTC ; lacs (Negotiable & not a constrain for the right candidate)

  • Wealth RM

    1 week ago

    Mumbai, Maharashtra, India Alpha Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionAlpha Capital is a boutique financial services firm that caters to the needs of high-net-worth and affluent individuals, families, businesses, trusts, and charities. We offer disciplined, research-driven Family Office Services to ensure that our clients' financial wellness is managed strategically and thoughtfully.Role DescriptionThis is a...

  • Wealth RM

    5 days ago

    Mumbai, India Alpha Capital Full time

    Job Description Company Description Alpha Capital is a boutique financial services firm that caters to the needs of high-net-worth and affluent individuals, families, businesses, trusts, and charities. We offer disciplined, research-driven Family Office Services to ensure that our clients financial wellness is managed strategically and thoughtfully. Role...

  • B2B RM Wealth Management

    3 weeks ago

    Mumbai, India Satco Wealth Private Limited Full time

    Job Title: B-2-B RM Wealth Management, Reports to: AVP, Business Head CTC range: 4 lacs to 6 lacs per annum Skills Required: · Good Communication & interpersonal skills. · Knowledge of MS-Excel, word, Power point. · Should possess strong networking & relationship building skills. · Should be result oriented & team player. · ...

  • B2B RM Wealth Management

    3 weeks ago

    Mumbai, India Satco Wealth Private Limited Full time

    Job Title: B-2-B RM Wealth Management,Reports to: AVP, Business HeadCTC range: 4 lacs to 6 lacs per annumSkills Required:·      Good Communication & interpersonal skills.·      Knowledge of MS-Excel, word, Power point.·      Should possess strong networking & relationship building skills.·      Should be result oriented & team...

  • Wealth Manager

    3 weeks ago

    Mumbai, India Stack Wealth Full time

    About us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and...

  • B2B RM Wealth Management

    3 weeks ago

    Mumbai, India Satco Wealth Private Limited Full time

    Job Title: B-2-B RM Wealth Management, Reports to: AVP, Business Head CTC range: 4 lacs to 6 lacs per annum Skills Required: ·      Good Communication & interpersonal skills. ·      Knowledge of MS-Excel, word, Power point. ·      Should possess strong networking & relationship building skills. ·      Should be result...

  • B2B RM Wealth Management

    3 weeks ago

    Mumbai, India Satco Wealth Private Limited Full time

    Job Title: B-2-B RM Wealth Management, Reports to: AVP, Business HeadCTC range: 4 lacs to 6 lacs per annum Skills Required:·      Good Communication & interpersonal skills.·      Knowledge of MS-Excel, word, Power point.·      Should possess strong networking & relationship building skills.·      Should be result oriented & team...

  • Aspire RM, RMPA, Signature RM, Insignia RM

    3 weeks ago

    Bengaluru, India S PRO HR CONSULTANCY SERVICES Full time

    I hope this message finds you well. I am excited to share that a leading Bank is currently hiring for several key positions. Key Responsibilities: Acquire and manage high-value individual (Resident NRI) and business clients. Increase liability book and investment AUM through deepening existing relationships and new client acquisition. Drive revenue by...

  • Aspire RM, RMPA, Signature RM, Insignia RM

    1 day ago

    Bengaluru, Karnataka, India S PRO HR CONSULTANCY SERVICES Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    I hope this message finds you well. I am excited to share that a leading Bank is currently hiring for several key positions.Key Responsibilities:Acquire and manage high-value individual (Resident NRI) and business clients.Increase liability book and investment AUM through deepening existing relationships and new client acquisition.Drive revenue by...

  • Wealth Manager

    3 weeks ago

    Mumbai, India Domnic Lewis Full time

    Please make notes for below profile requirements Wealth Manager Candidate should have exp handling HNI and UHNI Clients Candidate should move a minimum book size of 20 cr Look for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)